About Me

Planning For Your Future

You might feel invincible now, but how will you feel in thirty years? Over time, people tend to develop medical issues, or find themselves with a lot less time on their hands. If you really want to protect your future, it is important to focus on financial planning early. After all, when you really think about it, you are going to spend the majority of your time as a senior citizen. On my blog, you will find easy, actionable ways you might be able to improve your financial situation, so that you aren't left in a bind down the road.

Latest Posts

Financial Investment Practice: An Essential Guide to Building Wealth
26 September 2023

Financial investment practice involves the process …

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What To Expect From Your Initial Financial Planning Consultation
18 April 2023

When it comes to managing your finances, working w …

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4 Strategies for Retirement Planning in a Volatile Economy
12 October 2022

One of the scariest aspects of retirement planning …

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4 Compelling Reasons You Need To Hire A Financial Advisor
25 May 2022

If you're like most people, you probably think of …

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4 Signs You Need Help With Wealth Management
8 February 2022

Many people are comfortable managing a growing por …

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Planning For Your Future

Three Things a Private Placement Broker Dealer Can Do for Your Business

6 November 2018
 Categories: , Blog

As the owner of a business, whether it is a small business or a fairly large corporation, growing your wealth over time is hugely important to the health of your business. Private placement broker dealers are the link between you and investors who can be your go-to professionals to achieve your financial goals over the long term. Take a look at some of the ways a private placement broker dealer can help you build your wealth as a business owner. Read More 

Three Ways A Billing Service Can Benefit Your Behavioral Health Clinic

14 March 2018
 Categories: , Blog

These days, more employees than ever have access to "employee assistance programs" (EAPs) that can provide these individuals with a limited number of low- or no-cost consultations with therapists, counselors, and other mental health professionals. After the "free" EAP visits are exhausted, patients may opt to continue seeking services and either pay out of pocket or have the bill sent to their primary insurance provider. While this arrangement is beneficial to those who would like to try out a new counselor or who may have trouble affording the pre-insurance cost of therapy, it can be a recordkeeping nightmare for behavioral health employees. Read More